Here’s a sample resume we recently produced for a Investment Analyst in Australia.
In this article, you’ll learn:
- About the Investment Analyst Role
- What Hiring Managers Look For In Investment Analyst Resumes
- Investment Analyst Job Opportunities
- Job Hunting Tips from our Resident Headhunter
Investment Analyst CV [Full Sample]
Here’s a full Investment Analyst resume sample, which we wrote for a client recently.
Lily Mitchell
Investment Analyst
Email: lnitchell@email.com | Mobile:+61 491 570 110 | Nationality: Australian
EXECUTIVE SUMMARY
- Results-oriented Investment Banking and Venture Capital Analyst with >2 years’ experience, specialised in driving investment strategies, building complex financial models, conducting independent industry research and analysis, and spearheading company due diligence.
- Strategic-minded planner, with proven record identifying macro trends and key growth drivers. Highly knowledgeable across, Oil & Gas, Construction, Drones, and Logistics across Asia, Europe and North America, managing portfolio of 50 counterparts with total exposure of >US$18B.
- Deep expertise communicating value propositions to relevant stakeholders across assets, geographies, and all organisational levels; proven track record providing due diligence for equity investment in companies valued up to US$24M.
Achievements include
- Slashed 25% valuation man hours via development of company valuation tool and competitor threat scoring system, standardising potential company evaluation processes.
- Secured 70% time savings through creation of metrics automation system for portfolio and asset performance tracking and categorisation.
- Instrumental in US$53B acquisition of QWE Petroleum by JKL Petroleum, providing lead credit impact analysis.
[This section gives a good helicopter view of the candidate. Quantifying the current role helps to give scale to the current responsibilities.]
KEY SKILLS
Data Analytics | Strategic Planning | Financial Analysis | Target/Opportunity Screening | Market Sizing | Valuation | Due Diligence | Investment Sourcing | Financial Modelling | Mergers & Acquisitions | Go-To-Market Analysis | Company/Industry Analysis | Product & Competitor Research | Defensibility Evaluation | Accounting (IFRS/GAAP)
[Ensure the keywords here mirror those used in the job ad. The first round of vetting is often done by a software scanner. This section helps to pad the CV with key phrases, which is necessary to get past those scanners.]
PROFESSIONAL EXPERIENCE
VENTURE CAPITAL INVESTMENT ANALYST
Dec 2019 – Present
GHG INVESTMENTS, Australia
- Oversee in-depth viability assessment of investment opportunities valued up to US$24M in late seed – Series A stage funds across target technology companies, focusing on asset classes in marketplaces, prop-tech, construction technology, drones, and logistics across Asia, Europe and North America. [Opening line perfectly summarizes the candidate’s current role as it speaks about the size of the team and primary responsibility.]
- Identify potential high-investment return opportunities and evaluate product positioning strategy. Ensure adequate capitalisation, extrapolate global macro trends and metrics, and spearhead industry scenario assessment via competitor and product analysis, market sizing, and customer interviews. [Elaborate on your key responsibilities.]
- Direct financial assessment and diligence process across portfolios; identify and produce internal benchmarking scorecard in line with international industry financial modelling best practices, e.g. financial and non-financial metric evaluation, revenue, and profitability.
- Spearhead process optimisation and streamline internal efficiencies through development of business and operational solutions (such as database organisation to automate documentation of client history and financial needs).
- Drive pitching, positioning, and presentation of potential investment opportunities to senior partner management team based on research and analysis findings, engaging with industry analysts.
Significant Highlights
- Slashed 25% valuation man hours via development of company valuation tool and competitor threat scoring system, standardising potential company evaluation processes. [Talk about your contributions (and the approaches you took on to achieve them) to the company and how it affected the operations in the relevant locations where possible.]
- Played instrumental role in firm investment exit for BNM Logistics, having achieved 20% increase in fund performance within 15 months. [Cite quantifiable metrics to support your achievements. Do, however, be aware of your company confidentiality clause.]
- Hand-selected out of team of 8 to strategise fund vision and provide limited partner with key strategic insights on upcoming construction industry trends.
- Secured 70% time savings through creation of metrics automation system for portfolio and asset performance tracking and categorisation.
RESUMEWRITER | APAC
CREDIT RESEARCH ANALYST
Oct 2018 – Nov 2019
ZMN COMPANY, Australia
- Oversaw credit ratings review and assignments, and investment banking deal approval, for portfolio of 50 counterparties valued at >US$20B) in oil & gas, refinery, and LNG export facilities (including mid-stream companies and commodity traders) using S&P CapIQ and industry best practice methodologies. [Simple, clear overview of the job you previously done. Notice also how the remaining bullet points are shorter. No need to go into deep detail about previous similar workscopes.]
- Presided over counterparty-specific qualitative and quantitative assessments, spearheading credit recommendations through industry analysis, financial modelling, and development of medium/long term credit opinions on cash flows and loan repayment abilities.
- Presented credit rating recommendations, providing insights and rationales to senior management (Managing Directors, Internal Auditors) based in Asia Pacific, Europe and North America.
Significant Highlights
- Instrumental in US$53B acquisition of QWE Petroleum by JKL Petroleum, providing lead credit impact analysis.
- Successfully secured >US$5B of new loans and credit lines for new and existing clients via detailed credit analysis, recommendations and approval requests, achieved within tight turnaround.
EDUCATIONAL & PROFESSIONAL QUALIFICATIONS
- Master in Global Management & Affairs; International Finance | University of Australia | Australia | 2018
- Bachelor of Science in Management | University of Australia | Australia | 2016
MISC. INFORMATION
- Technical Skills: S&P CapitalIQ, Tracxn, Crunchbase
- Languages: Fluent in English.
- Availability: 1 Month’s Notice
References available upon request
[There’s no need to list your references; if HR is interested in you they will ask you for them.]
RESUMEWRITER | APAC
About the Investment Analyst Role
Do you possess a strong analytical mind? Are you a strategic planner with financial expertise and excellent communication skills? Then being an investment analyst might be the right role for you.
Investment analysts, sometimes known as securities analysts or financial analysts, carry out research on markets and investment opportunities, create financial models, and produce analytical reports and recommendations on stocks, bonds or other investment securities. There are roles for investment analysts in various types of firms, ranging from brokerages, banks and hedge funds.
What does an Investment Analyst Australia career path look like?
Employers prefer candidates with qualifications in finance, accounting, business administration or management.
When starting out in the field as a junior analyst, your job scope may heavily comprise data collection and creating and updating financial spreadsheets, while gaining on the job analytical experience..
As you progress to a senior role, you’ll focus and hone your expertise in a specific securities category.
Your job scope will evolve to include planning and conducting new research projects, communicating with industry contacts, and delivering strategic advice and presenting research results to firm management, sales agents, or clients.
What Hiring Managers Look for in Investment Analyst Cover Letters
- Demonstrate your breadth of experience by mentioning your knowledge of various financial instruments and your focus industries.
- Prove that your stellar analytical and research capabilities have been instrumental to the success of your firm or bank’s projects and transactions. Cite specific examples.
- Remember metrics are crucial! Ensure to single out your best achievements – use numbers to substantiate the scale of the project you have managed or supported, and quantify the project’s success.
- Beyond possessing an analytical mind, effective communication and presentation skills are key to excelling as an investment analyst. Show how you’ve forged strong working relationships with your clients and team.
Investment Analyst Job Opportunities
- Join LinkedIn groups or follow companies you wish to work for to keep abreast with new job openings.
- Alternatively, you can reach out to these headhunters in Australia to learn about any vacancies they may be trying to fill out.
Job Hunting Tips from our Resident Headhunter
- Create a winning cover letter and send it along your resume. The cover letter will serve as an introduction about yourself and is a great venue to answer the question “Why should we hire you?”
- Be active on social media, particularly on LinkedIn. Make sure to create a strong online profile that represents you and you professional experiences. Here’s our comprehensive guide on writing a great LinkedIn profile.
Before You Go…
Be sure to download this resume sample, which uses our tested-and-proven resume writing techniques, as a guide for your own CV. Best part is, this sample is available for free 🙂
And before you start sending out applications, send us your resume for a free CV feedback analysis from our team. We’ll review your CV in detail, share personalised feedback on its strengths and weaknesses, and show you how you can improve it.